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Tara Rice, J.D.

Freelancer Type:
Current Status:
Accepting New Projects
Member Since:
January 31, 2016
Last Login:
Jan 31, 2016


Personal Biography:Currently hold two part-time jobs, but flexible hours allow for additional, project-based work. I have a wide range of experience, from very small estates to very high net worth ($100 million+). I have performed every task necessary to a T&E practice. I am an excellent writer and editor; I can often make substantial improvements to a wide variety of documents, from complex trusts to client correspondence.
Undergraduate Degree:BA, English, James Madison University
Graduate Degree:JD, Seton Hall University School of Law
Experience:Mid-Size Law Firm | New York, NY | 2015 – Present
Paralegal, Trusts & Estates - High net worth client base
• Trust Administration - ILIT administration; Crummey notices; tax and regulatory compliance; calculate and manage disbursements; draft trust account runoff illustrations; assist in preparation of annual tax returns and accountings; track gift tax exclusions; calculate year end and closing trustee commissions
• Interpret, summarize and communicate complex trust provisions
• Develop and implement practice-specific document management and retention protocols, conventions, standards

Boutique T&E/Elder Law Firm | New York, NY | 2012 – Present
Paralegal, Legal Assistant to Managing Partner
• Estate Planning - draft Wills, Powers of Attorney, associated documents
• Estate Administration & Probate - draft Probate Petitions, Asset Inventory, Accountings, Kinship Affidavits
• Foreign Probate Administration - domestic and international
• Trusts - drafting, administration, decanting
• Tax Preparation - prepare and file federal and state returns, including 706 & 1041
• Tax Planning - research and communicate complex tax issues to clients
• Client Communications - retainers, billing, status updates, client terminations, file closings
• Medicaid - prepare and file complex applications and updates
• Guardianships – reporting, annual and final accountings; ongoing Property and Personal Needs management
• Real Property - sale, purchase, transfer to trust; contract of sale, ACRIS document preparation and submission
• Litigation Support - document review; draft motions, pleadings, stipulations, subpoenas; response to production; deposition planning; strategy; settlement negotiations
• Surrogate’s Court - maintain excellent relationships with clerks in New York, Queens, Kings and upstate counties
• Postnuptial & Prenuptial Agreements - negotiate & draft
Project Preferences:Upon request

Practice Details

Firm Name:Trusts & Estates, Elder Law, Trust Administration
City:New York
Business Description:Available for short or long term, project or hourly-billed work. All aspects of T&E, Elder Law, Trust Admin; drafting and proofreading of life and estate planning docs; guardianships; Surrogate's and Supreme Court filings in New York County
Location of Work:Freelancer Office Only
Software Available:

Fees and Contact Information
Flat Fees Available
Hourly Billing